DealBuilder.manager - document analysis & DMS integration

Deal Manager is an enhanced user interface to the DealBuilder product set which exploits the unique metadata and transaction management functions of DealBuilder.Server. It is an entirely web-based application that provides a customizable workspace in which users can create, manage and analyze documents, throughout their lifecycle.

The workspace is entirely configurable and provides users with functions to create, edit, redraft, approve, analyze and report on documents and the business information that is held within them.

Deal Manager is designed to integrate easily with other information and content management systems. It can be deployed in its own right as an independent application. Alternatively it can be used as an application design template within another host system.

Business Integrity has broad experience in integrating its products in this way. Projects successfully undertaken include all the leading document and content management systems, case management and workflow applications, Enterprise Resource Planning (ERP) tools and Customer Relationship Management systems.

DealBuilder.Manager Specifications

Architecture

DealManager is an entirely web-based interface to DealBuilder.Server to provide enhanced document creation and document metadata management.

Customization

DealManager's look-and-feel is controlled by a set of cascading style sheets, as well as easy-to-use Microsoft .NET web page controls.

Integration with DealBuilder.Server

DealManager presents a wrap-around web interface for communicating with DealBuilder.Server and offers pre- and post document creation functions to the user. DealManager communicates with the DealBuilder.Server through a standard COM interface. To offer a complete Microsoft .NET web application, DealManager bypasses the use of DealBuilder.Server's standard set of ASP pages and re-implements these using Microsoft .NET web forms applications.

DealManager Custom Integration

DealManager is entirely written using Microsoft .NET web programming technology, and can be integrated to existing information systems using standard .NET methodology.

Data

Custom extension of DealManager can be implemented using Microsoft .NET methodology, which means that any data transfer methods supported by Microsoft .NET framework can be considered. These include data retrieved from database or xml files.

Security

The security model is based on the standard Microsoft .NET features and Windows integrated security.

DealManager Functions

Create, view, edit business or process specific projects, each of which can contain a cluster of metadata and associated documents Version control of the data used to create and update documents, mail-based routing.

Document Output Formats

DealManager uses the standard DealBuilder.Server for document generation, which supports the direct generation of RTF, HTML, XML and TEXT formats. An additional add-on component handles the generation of .PDFs.

System Requirements

Minimum hardware requirements and software options for the database server to support the DealManager databases

  • Intel Xeon (or equivalent) 700MHz
  • 512Mb RAM
  • Windows 2000 Server / 2003 Server
  • Microsoft Access 2000/2002/2003; SQL Server 7.0, 2000; Oracle 8i, Oracle 9i

Recommended hardware requirements and software for the database server in an operational corporate-wide deployment.

  • Intel Xeon Processor (or equivalent) 2.0GHz
  • 1Gb RAM
  • SQL Server 2000 (SP3)

DealManager Client Specifications

Minimum hardware requirements and software options

  • Pentium II Processor (or equivalent) 266MHz
  • 128Mb RAM
  • VGA (800 x 600) screen resolution
  • Windows 95 / 98 / NT4 Workstation /2000 / XP
  • Microsoft Word 97/2000/2002/2003
  • Internet Explorer 6.0

Recommended hardware requirements and software options

  • Pentium III Processor (or equivalent) 800MHz
  • 128Mb RAM
  • XGA (1024 x 768) screen resolution
  • Microsoft Word 2003
  • Internet Explorer 6.0

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